+141.1%
BP vs NVT
+420.2%
-279.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.3% | +2.2% |
| 7D | +4.0% | +7.0% | -3.0% | +2.7% |
| 30D | +7.8% | -2.3% | +10.2% | +8.0% |
| 3M | +8.4% | -3.1% | +11.5% | +8.1% |
| 6M | +15.1% | +47.0% | -32.0% | +4.1% |
| YTD | +36.4% | +56.2% | -19.8% | +21.2% |
| 1Y | +40.9% | +74.5% | -33.6% | +21.0% |
| 3Y | +38.8% | +184.0% | -145.2% | -2.2% |
| 5Y | +141.1% | +410.8% | -269.7% | +33.7% |
| All | +141.1% | +420.2% | -279.1% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling